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WisdomTree DEFA shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 3.1k 69.89

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Top funds holding WisdomTree DEFA

Morgan Stanley
LPL Financial
Wells Fargo & Company
LRI Investments
Bank of America Corporation
ValMark Advisers
UBS Group
Envestnet Asset Management
Kestra Advisory Services
Moller Financial Services
Flow Traders US
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
CFG Asset Management

View all funds holding WisdomTree DEFA